Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GRNY | TIDAL TRUST I | — | 245,357.0 | $6.1M | 0.63% | NEW | — | $24.99 | +11.3% |
| 22 | AAPL | APPLE INC | Technology | 23,946.0 | $6.1M | 0.63% | NEW | — | $254.63 | +23.7% |
| 23 | QQQE | DIREXION SHS ETF TR | — | 56,313.0 | $5.7M | 0.59% | NEW | — | $101.61 | +17.3% |
| 24 | USMV | ISHARES TR | — | 59,435.0 | $5.7M | 0.58% | NEW | — | $95.14 | +1.8% |
| 25 | KAPR | INNOVATOR ETFS TRUST | — | 101,233.0 | $3.5M | 0.36% | NEW | — | $34.20 | +16.2% |
| 26 | UJAN | INNOVATOR ETFS TRUST | — | 79,793.0 | $3.4M | 0.35% | NEW | — | $42.13 | +8.2% |
| 27 | MTUM | ISHARES TR | — | 11,947.0 | $3.1M | 0.32% | NEW | — | $256.46 | +24.7% |
| 28 | NVDA | NVIDIA CORPORATION | Technology | 15,920.0 | $3.0M | 0.31% | NEW | — | $186.58 | +13.5% |
| 29 | BOCT | INNOVATOR ETFS TRUST | — | 56,376.0 | $2.7M | 0.28% | NEW | — | $48.42 | +10.3% |
| 30 | AMZN | AMAZON COM INC | Consumer Cyclical | 10,778.0 | $2.4M | 0.24% | NEW | — | $219.58 | +12.7% |
| 31 | PJUL | INNOVATOR ETFS TRUST | — | 44,137.0 | $2.0M | 0.21% | NEW | — | $45.60 | +7.4% |
| 32 | BJUL | INNOVATOR ETFS TRUST | — | 35,925.0 | $1.8M | 0.18% | NEW | — | $49.66 | +9.9% |
| 33 | VCSH | VANGUARD SCOTTSDALE FDS | — | 17,768.0 | $1.4M | 0.15% | NEW | — | $79.93 | -1.7% |
| 34 | BJAN | INNOVATOR ETFS TRUST | — | 23,582.0 | $1.3M | 0.13% | NEW | — | $53.02 | +11.8% |
| 35 | XOM | EXXON MOBIL CORP | Energy | 10,761.0 | $1.2M | 0.12% | NEW | — | $112.75 | +28.7% |
| 36 | SGOV | ISHARES TR | — | 10,542.0 | $1.1M | 0.11% | NEW | — | $100.70 | -0.2% |
| 37 | BAPR | INNOVATOR ETFS TRUST | — | 21,374.0 | $1.0M | 0.10% | NEW | — | $46.91 | +14.0% |
| 38 | — | INNOVATOR ETFS TRUST | — | 39,120.0 | $996K | 0.10% | NEW | — | $25.47 | — |
| 39 | BNOV | INNOVATOR ETFS TRUST | — | 20,749.0 | $903K | 0.09% | NEW | — | $43.50 | +10.7% |
| 40 | NJAN | INNOVATOR ETFS TRUST | — | 12,055.0 | $641K | 0.07% | NEW | — | $53.19 | +10.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
96.9%
Technology
2.2%
Consumer Cyclical
0.6%
Energy
0.3%